Narwhal Capital Management
Overview
Narwhal Capital Management is a private investment firm based in Marietta, Georgia, offering personalized investment portfolios and financial advisory services. Established in 2005, the firm specializes in creating customized portfolios across various asset classes, including equities, fixed income, and municipal bonds. Their investment approach emphasizes undervalued stocks and a buy-and-hold strategy for municipal bonds, catering to clients of all portfolio sizes and structures. The firm's services extend beyond investment management to include tax and accounting, financial planning, 401(k) advisory, and charitable involvement. They are committed to providing transparent financial advice and fostering deeper client relationships through personalized service and education.
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Frequently asked questions about Narwhal Capital Management
What sectors does Narwhal Capital Management invest in?
Narwhal Capital Management invests in Financial Services, Investment Management, Financial Planning, Tax and Accounting, 401(k) Advisory and Charitable Involvement, and is based in Marietta, Georgia, United States. Narwhal Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Narwhal Capital Management invest at?
Narwhal Capital Management backs companies at Growth, Late Stage, Pre-IPO and Buyout.
Which regions does Narwhal Capital Management invest in?
Narwhal Capital Management invests across United States.
Who are the partners at Narwhal Capital Management?
Team members listed for Narwhal Capital Management include Benjamin Nye (Chief Investment Officer / Portfolio Manager) and Tom Russell (Director of Fixed Income).
How do I contact Narwhal Capital Management?
Narwhal Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
